Anic Equity¶
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Total return since start: 0.547 %¶
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Equity now: -----------------------------> 47242.31 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45844.69 Kr¶
PnL: ---------------------------------------> -1043.88 Kr¶
DD now: ---------------------------------> -2.853 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 09:29:58.095578'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -2.740000 | 2733.500000 | 97.500000 | 3.700000 | 2636.000010 |
| HMS Networks | 2 | -1.540000 | 768.000000 | 95.000000 | 14.120000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | -3.820000 | 3020.000000 | 93.000000 | 3.180000 | 2927.000000 |
| Nordea Bank Abp | 29 | -0.080000 | 3511.900000 | 57.900000 | 1.680000 | 3453.999992 |
| MedCap | 2 | 0.000000 | 467.000000 | 46.000000 | 10.930000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -3.500000 | 394.100000 | 39.100000 | 11.010000 | 355.000000 |
| Resurs Holding | 22 | -1.480000 | 601.040000 | 27.040000 | 4.710000 | 573.999998 |
| SAAB B | 8 | -0.490000 | 3403.200000 | 26.200000 | 0.780000 | 3377.000000 |
| Swedbank A | 3 | -0.610000 | 585.750000 | 21.750000 | 3.860000 | 564.000000 |
| AcadeMedia | 12 | -0.210000 | 578.160000 | 21.160000 | 3.800000 | 557.000004 |
| OEM International B | 7 | 0.000000 | 547.400000 | 19.400000 | 3.670000 | 527.999997 |
| Eastnine | 4 | 0.000000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Corem Property Group B | 59 | -3.650000 | 591.180000 | 14.180000 | 2.460000 | 576.999999 |
| Intrum | 4 | -1.310000 | 540.800000 | 13.800000 | 2.620000 | 527.000000 |
| Securitas B | 6 | -0.960000 | 582.360000 | 12.360000 | 2.170000 | 570.000000 |
| Norva24 Group | 16 | -0.910000 | 554.880000 | 11.880000 | 2.190000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -1.870000 | 252.240000 | 6.240000 | 2.540000 | 246.000000 |
| Karnov Group | 9 | -0.830000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Creaspac SPAC | 6 | -0.830000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Coor Service Management Hold. | 8 | -1.700000 | 531.600000 | -0.400000 | -0.080000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.920000 | 558.600000 | -3.400000 | -0.600000 | 562.000005 |
| Handelsbanken A | 5 | -0.560000 | 537.250000 | -8.750000 | -1.600000 | 546.000000 |
| Midsona B | 63 | 0.780000 | 572.040000 | -10.960000 | -1.880000 | 582.999984 |
| Boozt | 12 | -2.160000 | 1634.400000 | -19.600000 | -1.190000 | 1653.999996 |
| CTEK | 13 | -0.540000 | 506.870000 | -27.130000 | -5.080000 | 533.999999 |
| International Petroleum Corp. | 5 | -1.390000 | 566.000000 | -28.570000 | -4.810000 | 594.565215 |
| Essity B | 2 | 0.490000 | 537.000000 | -37.000000 | -6.450000 | 574.000000 |
| Vivesto | 1368 | 2.470000 | 567.720000 | -45.280000 | -7.390000 | 612.999432 |
| Essity A | 4 | 0.190000 | 1076.000000 | -73.000000 | -6.350000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -0.460000 | 3762.500000 | -87.500000 | -2.270000 | 3850.000000 |
| Fasadgruppen Group | 35 | -0.570000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| Beijer Electronics Group | 26 | 0.750000 | 2802.800000 | -168.200000 | -5.660000 | 2971.000006 |
| OX2 | 18 | 0.190000 | 1448.100000 | -215.900000 | -12.970000 | 1663.999992 |
| Axfood | 13 | 0.940000 | 3499.600000 | -256.400000 | -6.830000 | 3756.000001 |
| Ovzon | 52 | 0.930000 | 2808.000000 | -554.000000 | -16.480000 | 3361.999992 |
| TOTAL | 45831.090000 | -1057.480000 | -2.88049% | 46888.564618 |
Updated:¶
'2023-01-30 09:29:43.110314'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
